

















Everything included 10
About Shared Contact & Follow-up Management Software
The one shared address book your whole team actually uses. Every teammate — admin, manager or agent — adds, edits and searches the same set of contacts, so nobody re-types a number that's already in the system and nobody works from a stale spreadsheet. When two people add the same person, phone-number matching flags it, and merging the duplicates into one contact is a single click that keeps every note and interaction. Log every call, meeting and message against a contact so its whole history is visible at a glance, tag contacts however your business thinks about them — by stage, region or interest — and filter the book instantly. Set a follow-up with a due date and an owner, and the app keeps a running queue of what's due, overdue or snoozed, nudging the contact themselves by SMS or email before your promise is broken. Bring an existing spreadsheet in with one CSV upload, or export the whole address book whenever you like. Four reports — team activity, follow-up completion, contact growth and tag breakdown — show you the shape of how your team is working, all exportable. Fully hosted and carrying your own name, logo and colours on every screen, with nothing to install and nothing to maintain.



